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To: Alan Hume who wrote (25261)	7/20/1999 9:34:00 AM
From: Dave B	Respond to of 93625

Alan, after having slept one the problem, I woke puzzled. Probably, as Uncle pointed out, MU is the biggest problem by being behind schedule. But nevertheless I would assume that they would be on in production before a suitable 133 chipset is available. This leads me to believe that either a) we are over estimating the importance of INTC's evaluation, or b) a serious technical problem has been run into. Either way it's back to the 80's for a while I think I wrote that before we heard about the "early 2000" date for a 133 evaluation/answer. I think your a & b options sound right, though all we've been hearing to-date is that Camino is still on track. Maybe the c option is that the production ramp is going a little slower than expected. Hopefully, Intel will announce something more specific today (if it hasn't been posted already in the messages I have yet to read). I would agree that the more "fuzzy" Intel leaves the picture, the more likely we'll see the 80's again. Good luck today. Dave